OrderMate

Invitbox receives data from OrderMate by manually importing data, and it also sends data to OrderMate by creating a csv file in a pre-defined format.

This guide has been prepared by OrderMate. For further clarification please call your OrderMate Support 1300 667 067.

OrderMate has a very intuitive import routine that allows you to

Import multiple bills from multiple suppliers at once

Create new suppliers in OrderMate upon import - no need to have the Supplier in OrderMate prior to import

Create new items in OrderMate upon import - no need to have the products already in OrderMate prior to import

Set-up

First, you will need to log into OfficeMate as an administrator user. You should then navigate to Setup > Configuration, Invoice Integration.

Clink “New” to add a new invoice integration.

Select “Invitbox” as the invoice type.

You will now be asked to configure some different options for the integration. These are simply defaults.

When using Invitbox, the Customer Number and Supplier are set by the invoice that is imported.

The Default Stock Area should be set to your main stock area that you bring invoiced into.

The Default File Path should be set to whatever location you commonly store your invoice files in.

Usage

In invitbox

In OrderMate

To import invoice files from invitbox, in OrderMate you should navigate to the Daily Tasks > Invoices screen

Click Import Invoice from the toolbar.

You will then be prompted to select the file you wish to import. You should browse to the appropriate csv file saved from invitbox.

OrderMate will now begin to scan through the import file and attempt to match stock items based on the supplier name and product codes.

Suppliers that have matching names will be matched automatically. If the name of the supplier in OrderMate varies from invitbox, you will be prompted to select the supplier it refers to, or alternatively to add a new supplier in OrderMate.

If the stock item can't be matched to an existing one based on product codes, you will be prompted to match each product, or alternatively add a new one.

Once all products are matched, you will be presented with a preview of invoices to be imported. Here, you may edit invoices and check over them.